How to Use the Rhode Island Estate Tax Calculator

This quick guide shows which fields to enter and how to read your result. It reflects Rhode Island rules (state exemption/credit and bracket schedule) and is for estimates only.

1. Enter Gross Estate — Total date-of-death value of all assets (real estate, securities, cash, closely held business interests, retirement accounts, etc.).
2. Add Allowable Deductions — Funeral and administration expenses, debts, mortgages, liens, and deductible taxes. The calculator subtracts these from the gross estate.
3. Spousal & Charitable Transfers — Input amounts passing to a surviving spouse or qualified charities; these reduce the state taxable base.
4. Taxable Gifts (if applicable) — Enter lifetime taxable gifts as directed in the tool (only if the calculator requests it for state coordination). Follow the field help.
5. Nonresident? (Optional) — If available, enter Rhode Island-situs assets (RI real property/tangibles). The tool will apportion tentative tax to RI.
6. Review Results — The output shows:
   • RI taxable estate (after deductions and exclusions),
   • Estimated RI estate tax (after exemption/credit and schedule),
   • Apportioned tax (for nonresidents, if enabled),
   • Key assumptions used by the calculator.

Need context on forms and timing? See Formulaires et délais, or model planning ideas on the Planification page.